Purchases and Sales Made in Q1 2025 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2025. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10- 0.57% |
$1.83K - $2.08K
|
1.75K
$331K
|
|
|
May 13, 2025
Q1 2025
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-10- 0.18% |
$1.83K - $2.08K
|
5.44K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-11- 2.15% |
$2.01K - $2.29K
|
500
$94.5K
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11- 0.19% |
$2.01K - $2.29K
|
5.86K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-11- 0.81% |
$2.01K - $2.29K
|
1.34K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-11- 0.44% |
$2.01K - $2.29K
|
2.47K
$466K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-12- 0.56% |
$2.2K - $2.49K
|
2.14K
$405K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.35% |
$2.2K - $2.49K
|
3.46K
$655K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-14- 0.78% |
$2.56K - $2.91K
|
1.79K
$338K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 0.34% |
$2.75K - $3.12K
|
4.42K
$835K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-15- 0.82% |
$2.75K - $3.12K
|
1.82K
$345K
|
|
|
May 12, 2025
Q1 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-15- 0.73% |
$2.75K - $3.12K
|
2.03K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-16- 0.54% |
$2.93K - $3.32K
|
2.93K
$553K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.31% |
$3.29K - $3.74K
|
5.84K
$1.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-18- 0.55% |
$3.29K - $3.74K
|
3.24K
$612K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-18- 17.31% |
$3.29K - $3.74K
|
86
$16.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-19- 0.34% |
$3.48K - $3.95K
|
5.51K
$1.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-19- 5.99% |
$3.48K - $3.95K
|
298
$56.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Rfg Holdings, Inc.
|
SELL
|
- |
-20- 1.79% |
$3.66K - $4.16K
|
1.1K
$207K
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 13.99% |
$3.66K - $4.16K
|
123
$23.2K
|
|
|
May 15, 2025
Q1 2025
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-20- 1.23% |
$3.66K - $4.16K
|
1.61K
$304K
|
|
|
May 12, 2025
Q1 2025
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-22- 0.62% |
$4.03K - $4.57K
|
3.55K
$671K
|
|
|
Apr 17, 2025
Q1 2025
|
Rs Crum Inc.
|
SELL
|
- |
-23- 0.53% |
$4.21K - $4.78K
|
4.35K
$821K
|
|
|
Apr 29, 2025
Q1 2025
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-23- 0.83% |
$4.21K - $4.78K
|
2.76K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-23- 58.97% |
$4.21K - $4.78K
|
16
$3.02K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-24- 6.42% |
$4.39K - $4.99K
|
350
$66.1K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-24- 0.11% |
$4.39K - $4.99K
|
22K
$4.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-25- 1.7% |
$4.58K - $5.19K
|
1.45K
$274K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-25- 1.16% |
$4.58K - $5.19K
|
2.12K
$401K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-26- 0.17% |
$4.76K - $5.4K
|
15.1K
$2.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-26- 4.41% |
$4.76K - $5.4K
|
564
$107K
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-26- 1.94% |
$4.76K - $5.4K
|
1.32K
$249K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-27- 2.05% |
$4.94K - $5.61K
|
1.29K
$244K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-27- 0.82% |
$4.94K - $5.61K
|
3.26K
$617K
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-27- 0.88% |
$4.94K - $5.61K
|
3.05K
$577K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-27- 1.54% |
$4.94K - $5.61K
|
1.72K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-28- 1.78% |
$5.12K - $5.82K
|
1.55K
$292K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-31- 2.79% |
$5.67K - $6.44K
|
1.08K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-32- 0.18% |
$5.86K - $6.65K
|
17.9K
$3.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-33- 0.75% |
$6.04K - $6.86K
|
4.38K
$828K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-33- 1.24% |
$6.04K - $6.86K
|
2.63K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-34- 3.03% |
$6.22K - $7.06K
|
1.09K
$206K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-34- 4.09% |
$6.22K - $7.06K
|
798
$151K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-34- 0.87% |
$6.22K - $7.06K
|
3.87K
$731K
|
|
|
Apr 25, 2025
Q1 2025
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-35- 1.32% |
$6.41K - $7.27K
|
2.62K
$495K
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-36- 1.58% |
$6.59K - $7.48K
|
2.24K
$423K
|
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-36- 0.71% |
$6.59K - $7.48K
|
5K
$945K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-37- 1.11% |
$6.77K - $7.69K
|
3.29K
$621K
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-37- 1.19% |
$6.77K - $7.69K
|
3.08K
$582K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-38- 1.38% |
$6.95K - $7.89K
|
2.71K
$512K
|